Ownership history in McAdam, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which McAdam, LLC reported a position in J P MORGAN EXCHANGE TRADED F (JCPB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,253,478 | +97,373 | +8.4% | 2.72% | $59.4M | $46.97 |
| 2025 Q3 | ADDED | 1,156,105 | +86,557 | +8.1% | 2.71% | $55.0M | $46.41 |
| 2025 Q2 | ADDED | 1,069,548 | +673,652 | +170.2% | 2.76% | $50.3M | $45.37 |
| 2025 Q1 | ADDED | 395,896 | +105,253 | +36.2% | 1.15% | $18.6M | $44.78 |
As of 2025 Q4 — sorted by position size